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Cherry Tree Wealth Management’s Lincoln National LNC Stock Holding History

Cherry Tree Wealth Management’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-37
Closed -$1.18K – 607
2024
Q1 		$1.18K Buy
+37
New +$1.02K ﹤0.01% 538

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Cherry Tree Wealth Management's LNC Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 37 shares — an estimated $1.18K sold.

Cherry Tree Wealth Management first reported a position in LNC in Q1 2024 and held it in 1 quarter. The position peaked at $1.18K in Q1 2024. 534 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 37 Lincoln National shares in Q2 2024, an estimated $1.18K.
  • Cherry Tree Wealth Management first reported a position in Lincoln National in Q1 2024 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Lincoln National position peaked at $1.18K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.